Exit Insights

Send us Fan Mail When preparing to sell your business, thorough financial and tax planning is vital. Understanding the tax implications of different sale structures, such as stock deals versus asset transactions, can make a significant difference to your final proceeds. Bill Snow emphasises the importance of having your accountant run actual calculations as if the sale were happening. This proacti...

Send us Fan Mail Are you focused on the end game? Building an exit strategy may seem counterintuitive when just starting out, but it can serve as the ultimate guide to success and freedom. Richard Walsh highlights the importance of focusing on the end goal to maximise business value and create the freedom to live life on your terms. One of the key insights from his discussion is the importance of...

Send us Fan Mail Considering an exit strategy for your law firm? In this podcast episode, valuable insights are shared from personal experience of successfully exiting a legal practice, with guest Jay Sahota offering his expertise. Jay, a seasoned legal professional with a diverse career journey, has a wealth of experience from his early days at a prominent city law firm to founding his own practi...

Send us Fan Mail Does it feel like your business is running you instead of supporting the life you want? In this episode, Kris Ward from "Win the Hour, Win the Day" talks about how to change that. She shares tips on overcoming common challenges when trying to grow and organise a business and introduces her "Super Toolkits" concept. These toolkits help create simple, easy-to-upd...

Send us Fan Mail Are you considering selling your business? It’s essential to plan for your future, not just the future of your business. In a recent podcast conversation with Jamie Waller, the discussion focused on the importance of preparing for life after selling a business. As an entrepreneur, it's easy to become absorbed in getting the business ready for sale, but what about the next ste...

Send us Fan Mail Many businesses rely solely on referrals for growth, but while referrals are valuable, they may not be enough to sustain long-term success. With over 20 years of experience in building consulting businesses, Michael Zipursky is a trusted advisor to thousands of consultants worldwide, empowering them to achieve profitability and scale. As the founder of Consulting Success, he has h...

Send us Fan Mail Are you truly leveraging the power of revenue to drive your business forward? Sam Oliver discusses the crucial role of revenue in shaping a business The key insight? It's all about focusing on delivering value to the buyer, whether it's a customer or an investor. Understanding the perceived value from the buyer's perspective is vital. It's not about what you th...

Send us Fan Mail Are you an accounting firm owner wondering about the current trends in the industry and how they affect your business's value? Dive into the concept of exit strategies and the most crucial factor to consider when preparing for a successful sale. James Gosling, a seasoned M&A expert in the accounting and legal sectors, discussed the essential elements that make an accounti...

Send us Fan Mail Are you juggling working in and on your business? This episode of the Exit Insights podcast explores the importance of a strategic offboarding and delegation mindset for business owners. Michele Hecken discusses the crucial shift in mindset needed for business owners to offboard themselves and let their businesses run without daily involvement. Michele shares her journey of learni...

Send us Fan Mail Are you thinking about selling your business to an Employee Ownership Trust (EOT)? Let's unpack a crucial insight from a recent conversation with Andrew Evans, a tax lawyer, about the sale of EOTs. One vital lesson from this is the need for patience when it comes to deciding on selling an EOT. Andrew stressed the importance of not rushing into such a significant decision. It&...

Send us Fan Mail Have you considered your business exit strategy? Many entrepreneurs pour their passion into launching and growing their startups without planning for the eventual exit. As serial entrepreneur Kieron James shares, incorporating exit planning from day one sets up your business for success when the right time comes to sell. As James reflects, "I think you start thinking about ex...

Send us Fan Mail Are you a business owner looking to maximise the value of your business for a tax-efficient exit? Let's dive into a key insight from a recent conversation that could revolutionise your approach to business exit planning. Marc Adams, a consultant specialising in preparing businesses for exit and helping owners exit tax-free, shared enlightening discussion. Marc emphasised the...

Send us Fan Mail Are you getting ready to sell your business? Ever thought about the digital assets you might be overlooking? Marketing expert Chloe Thomas dug into the critical aspects of getting your business exit-ready. One point that really stood out was the importance of owning your digital assets, like domain names, ad accounts, and website hosting. Chloe reminded us that many businesses for...

Send us Fan Mail Are you thinking about transitioning the leadership of your family-owned business? Dive into an essential aspect of planning early for successful business exit strategies in family-owned businesses in this Exit Insights episode. Michael Klein, an expert in family business leadership transitions, delved into the importance of early planning for business exit and the potential chall...

Send us Fan Mail Are you getting your financial planning practice ready for a successful exit strategy? Paul Franco's insights on maximising business value and preparing for a smooth transition are gold for advisors planning their business exit strategy. One key takeaway from Paul is the importance of prepping your business for sale before its value starts to decrease. As a financial planning...

Send us Fan Mail Are you a family business owner navigating the complexities of succession planning? Take a moment to consider this - the successful transition of a family-owned business is not just about handing over the reins; it's about securing the legacy and impact on the community. Patrick Woock delved into the critical importance of family business succession. A key insight emerged - t...

Send us Fan Mail Are you prioritising your consulting business's profitability or looking at the bigger picture of long-term valuation growth? Joe O'Mahoney delved into the crucial elements that influence the valuation of consulting businesses. One key insight that stood out is the shift from profit growth to valuation growth. Instead of purely focusing on increasing profits, consider en...

Send us Fan Mail Are you familiar with the game-changing impact of transitioning your business from offering services to providing experiences and even transformations? In this Exit Insights podcast episode with Joe Pine, the author of the influential book, "The Experience Economy," we explored the evolution of adding value to economic offerings for clients. The insights shared shed ligh...

Send us Fan Mail Ever thought about how you can boost your business's value and set it up for a successful exit? Valuation expert, Dave Bookbinder shed light on a crucial factor: de-risking your business to increase its valuation. Understanding that valuation is a forward-looking exercise, you can focus on reducing the perception of risk in your business, ultimately increasing its value in th...

Send us Fan Mail Are you ready for the unexpected in your business journey? This Exit Insights episode with a seasoned business owner, Mike Reed, dug into the importance of being prepared for an unplanned business exit. His insights from his own experience shed light on the critical need for small business owners to anticipate and plan for unexpected exits. Mike highlights the importance of not ju...

Send us Fan Mail Have you ever felt like the weight of your business is resting squarely on your shoulders? It's a common experience, but what if I told you that there's a way out, even when it feels like there's no light at the end of the tunnel? In a recent conversation on the Exit Insights podcast, Ivan and Mariana Polic shared their incredible journey of turning around a high-st...

Send us Fan Mail Have you ever stopped to think about why creating a steady rhythm of work and planning in your business is so essential for its growth and success? In this episode, Patrick Thean explored the significance of slowing down and taking the time to work on your business, not just in it. This insightful discussion highlighted the importance of systematically laying out long term goals,...

Send us Fan Mail How can a startup evolve into a thriving, scalable business? Colin C. Campbell, a seasoned entrepreneur and author of Start, Scale, Exit, Repeat, explored the essential shift needed to scale a business successfully. One crucial insight that stood out is the necessity for entrepreneurs to transition from managing tasks to managing people with defined roles and responsibilities. Thi...

Send us Fan Mail Are you thinking about your business exit strategy? Let's dive into the false exit concept with John Lamerton. It challenges the traditional way of selling a business and offers an alternative for entrepreneurs. One thing to remember is how a false exit can bring back purpose and prevent burnout. Typical exit strategies often mean selling the entire business. But what if you...

Send us Fan Mail Are you thinking about shifting your business from hourly rates to a subscription model? One key aspect to consider is how this change can impact the value of your business when it's time to sell. Robbie Kellman Baxter, a top expert in subscription-based pricing models, dug into the significance of subscription revenue on a company's valuation. It's not a quick fix;...